Our Services
Let’s Work Together for Development
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Address Business
1017, 10th floor , Ratnanjali Square, Behind Gloria restaurant, Prerna Tirth Derasar road , Prahaladnagar Ahmedabad-380051
Contact With Us
Send mail: dipen@cadipenthakkar.com
Call us: +91 9913987777
Working Time
Mon - Sat: 10.00 am - 6.00 pm
Holiday : Closed
Investment Advisory
Investment decisions require a disciplined approach, clear financial goals, and regular review. At DTA, we provide SEBI-compliant, conflict-free investment advice that prioritizes your financial well-being over product sales.
Our Investment Advisory Covers
1. Mutual Fund & SIP Planning
- Risk profiling and fund selection
- Goal-based investing (retirement, education, home)
- SIP calculators and review mechanisms
2. Fixed Income Instruments
- Bonds, FDs, NCDs, Tax-Free Bonds
- Debt laddering and portfolio rebalancing
3. Insurance Advisory
- Life, term, ULIP, and health insurance evaluation
- IRDAI-licensed policy analysis
4. Portfolio Audit & Review
- Existing portfolio health check
- Asset allocation and rebalancing strategy
5. Tax-Efficient Investing
- ELSS, NPS, RGESS and 54EC Bonds
- Exit planning to reduce capital gains tax
Ideal For
- Young professionals starting their journey
- HNIs diversifying asset classes
- Business owners investing surplus funds
Why DTA
No conflict of interest — we don’t sell products
Data-driven, unbiased recommendations
Regular performance tracking and advisory reviews
Partner with Dipen Thakkar & Associates to turn compliance into a competitive advantage and financial planning into lasting prosperity.